1209 results found
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Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great…
59 votes -
Sending portal invites in bulk via a specific PM or TAG
It would be great to have the option to invite portal users in bulk by a tag or by a PM.
Currently we have to individually select each client specifically by searching through the entire database.In the portal invite section under managements, communications, where you can select multiple clients by clicking individual tick boxes next to each client, the order is not easy to find specific people, and there is no search ability. This option is really not ideal or time efficient.
We need to be able to search within this section for clients linked to an associated Tag…
1 vote -
Pay Creditor - Filter to Agent Portfolio
When processing creditor payments, open to filter to only see your Agent Portfolio invoices and not the entire company.
As PM's here at EARE, we process our own creditor payments and would be great to not have to unallocate everyone else to proceed.
1 vote -
note
Ability to Find Note based on user not portfolio. We need this for reporting purposes.
1 vote -
That the renter/tenant receives a receipt when you create a tenancy credit
That the renter/tenant receives a receipt when you create a tenancy credit
2 votes -
1 vote
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maintenance report
When creating a maintenance report to follow up repairs on going, you should be able to put the jobs in creditor order but the creditor is not even noted on the report its purely property and tenant and job number. If im following up with creditors I want to do it all at once with each creditor and I want one report for all jobs in progress I dont want to have to keep printing each individual creditor maint list. Rest used to have a maintenance report which showed every job in progress and in creditor order not property or…
1 vote -
Create a Mail Merge Document in a Workflow
If we could be able to create a mail merge document within a workflow
4 votes -
An elderly owner with multiple properties and multiple statements has requested the address for each statement be made more obvious
An elderly owner with multiple properties and multiple statements has requested the address for each statement be made more obvious (larger or highlighted or placed elsewhere in the statement) as they have vision problems and when doing their accounts they are struggling to find the address in each statement
1 vote -
An option to set more than one primary recipient.
One property has two owners who have strongly requested they both receive all email communications. Currently we can only select one primary recipient in PT (which suits 99% of our owners) so we are relying on memory to do this manually. This is far from ideal.
It would be ideal to select all the recipients who want to receive email correspondence.
3 votes -
archiving occupants / co-tenants
Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.8 votes -
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondance not just one.
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondence not just one. That way this speaks to inspection manager and routine inspection reports can be emailed to both landlords automatically instead of typing them in every time for properties.
10 votes -
Multiple property access for tenants in portal
If a tenant vacates from one property and moves into a new property also with property tree, They can not access the new tenancy until the previous one is archived which sometimes can take time when finalising. They should be able to view both properties.
4 votes -
have different defaults for routine inspection frequency for different type of properties
have different defaults for routine inspection frequency for different types of properties; or when owners want less frequently
9 votes -
It would be great in BI if we
It would be great in BI to report on the unlabelled field that appears in the "Property Details" area on the "Details" tab of a property? If you edit this area, its the field to the right of "Property Type".
1 vote -
automated report generation
able to automate report generation for rent arrears and be sent to property manager's email. this way, they will receive weekly reports on their emails.
1 vote -
suggestion to improve Property Tree by not allowing multiple properties to be attached to one owner profile.
Having the option to not allow multiple properties to be attached the the one owner/s profile, keeping each property separate.
When receipting rent or entering owner invoices to only be attached to the relevant property, keeping each income/expenses separate, with individual statements.
My suggestion to improve Property Tree is by not allowing multiple properties to be attached to one owner profile.
1 vote -
Selective Syncing via the PT-Eagle Integration
PT → Eagle sync operates on an all-or-nothing basis for eligible rentals
No filtering or opt-in controls available.It would be nice if we could select which listings we want to send via the integration would work in conjunction with the two-way sync UV
http://mri.uservoice.com/forums/953356/suggestions/510232002 votes -
Bond increases for commercial properties
The new bond increase is great, but it needs to be available for commercial properties and be able to genrate an invoice with rent increase and bond increase.
16 votes -
Enabling to re-order workflows within management tasks.
Would like to be able to re-order workflow templates around. We are working on templates and when some are published I would like to move to the bottom so that the ones I am still working on show up the top or vice versa as unpublished. Or be able to alphabetise.
1 vote
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